PRISCILLA LEGGETT
Bulverde,Texas
Summary
Highly efficient Insurance Service Specialist, successful at managing high caseloads in fast-paced environments. Organized, driven and adaptable with excellent planning and problem-solving abilities. Offering 1+ years of experience in Insurance plus 6+ years of Operations Supervisor, willing to take on any challenge.
Overview
9
9
years of professional experience
Work History
Insurance Customer Service Specialist
Nationwide
03.2022 - Current
- Answer over 30 incoming phone calls to provide extraordinary care for agents and customers in regards to their policies.
- Inform policyholders Premium coverages and limits and make changes as needed to meet their needs.
- Documented customer interactions and transactions for accurate, up-to-date records.
- Fielded customer complaints, escalating complex issues to management for resolution.
- Reviewed and adjusted customer coverage levels to address, identify, and resolve customer conflicts.
- Set up customer payment plans to cover annual policies and renewals.
- Generated, posted and attached information to claim files.
- Checked documentation for accuracy and validity on updated systems.
- Calculated adjustments, premiums and refunds.
- Modified, updated and processed existing policies.
- Trained new customer service representatives on best practices, policies and procedures.
- Delivered prompt service to prioritize customer needs.
CSR (2015)Team Lead/Supervisor (2015-2020)
Alliance Shippers Inc
01.2016 - 01.2020
- Generate reports and analyze cost analysis
- Expert in communication with customers in multiple companies
- Managed daily shipment activities, resolving issues to ensure pick up and delivery is on time
- Expert with technical systems and processes for tracking inventory
- Familiar with coordination and communication in Canada, United States and Mexico
- Ability to compose letters, emails and other written documentation clearly and concisely
- Experience with shipping and logistics, inventory management, vendor management and production process
- Demonstrate leadership by making improvements to work processes and helping to train others / managing team of 4 or more people
- Hire, train and develop staff to meet company guidelines
- Work successfully with diverse group of coworkers to accomplish goals and address issues related to products and services
Receptionist
ALLIANCE SHIPPERS INC
11.2014 - 04.2015
Education
High School diploma -
Nixon High School
Laredo, TX05.2009
Skills
- Organization and Communication Skills
- Work Organizing and Ability to Multitask and Prioritize Effectively
- Microsoft Office, Outlook, Excel, Power Point
- Client and Agent Focused
- Expert in Customer Service and Negotiation
- Leadership / Management Experience
- Detail Oriented / Strategic Vision
- Ability to Solve Complex Problems and Issues
- Cross-functional Team Leader
- Insurance Industry Experience
- Cost/Formula Calculation
- Account Changes and Process Transactions
- Electronic Authorization Processing/DocuSign
- Policy and Procedure Adherence
- Policy Current Term and Renewals
- Policy Requirements and Eligibility
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Insurance Customer Service Specialist
Nationwide
03.2022 - Current
CSR (2015)Team Lead/Supervisor (2015-2020)
Alliance Shippers Inc
01.2016 - 01.2020
Receptionist
ALLIANCE SHIPPERS INC
11.2014 - 04.2015
High School diploma -
Nixon High School
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